Multi-Asset/Investment Advisor

A Texas school district is searching for a firm to oversee portions of its general operating, debt service and bond proceeds funds.

A Southern city is searching for a firm to provide non-discretionary management of its investment portfolio.

A foundation based in the West has issued an RFP seeking an investment advisor to review its investment strategy and investment policy.

A Mid-Atlantic fire plan is searching for a firm to oversee its $15 million portfolio.

A Canadian district is searching for a firm to oversee its investment portfolio, which will be up to $14 million.

The new guidelines are part of broader recommendations from an investment group focused on climate change to help asset owners to build a ‘net-zero’ portfolio.